Skip to main content
Status: Available. Attio uses its official hosted MCP server and browser OAuth. You do not paste an Attio API key. The connection acts as the Attio user who signs in, so that user’s workspace permissions set what your AI can reach. Explore the Attio connector.

​
What you need

  • An active Attio workspace
  • An Attio user with access to the records you intend to use
  • An ApexGenius account
Before you start
  • An account with permission to use the Attio resources you intend to connect.
1

Open Attio in Connections

Choose Connect, or Add connection when offered. Give the connection a name if prompted. If Gateway setup pending appears, contact ApexGenius support before continuing.
2

Choose the account and review access

Sign in to Attio in the browser, choose the workspace, and allow access. Attio uses browser authorization; no API key is pasted into ApexGenius.
The full Attio sign-in page that opens when you connect Attio, with a red box around the sign-in options.

Connect opens Attio's sign-in. Sign in with Google or your work email, then allow ApexGenius.

3

Review the connected account and resources

Confirm the connected Attio user and workspace. Open Tools to review the record, list, note and task actions. Your Attio permissions set what the connection can reach.
4

Check the connection

Use Test connection or Check again and read the reported status. Add an AI agent from the AI agents page, choose Read only for the first test, and try the question below.
Try a first question with your AI agent
Compare the returned account and resource with Attio. Check the connection status separately from the result of the first read.Add your AI agent · Official Attio instructions

​
Tools and the Attio skill

Open Skills on the connection to read Attio, or read that MCP prompt in a compatible AI client with prompts/get. It covers the first safe read, the read and write routes, and what cannot be undone. Three ApexGenius tools route Attio’s live catalog: Attio documents 41 operations: 26 reads and 15 changes. The full list, grouped by job, is on the Attio connector page. Your AI discovers the tools with apex_search_tools. Reads use apex_call_read_tool; changes use apex_call_write_tool. Writes run right away. If the owner set a tool to Ask me first (approval mode always), the call returns approval_required; a person approves it in ApexGenius and you retry with the returned approval_request_id.

​
What cannot be undone

  • merge-records joins two records into one. It cannot be undone here.
  • delete-comment removes a comment you created and every reply under it.
  • There is no delete for records, lists, list entries, notes or tasks. Remove anything created by mistake by hand in Attio.
  • Text added with update-note must be removed by hand in Attio.
  • Updated records, list entries and tasks can be put back by writing the old values again.
Disconnecting stops future access. It does not undo a change that already ran.

​
Connector, tools, and skill

If any row fails, Attio is partially ready. A saved OAuth record by itself is not a fully ready connection.

​
Troubleshooting

  • Unavailable to this account: check that you are signed in to the intended ApexGenius account and refresh Connections.
  • Reconnect required: use the connection page to renew the saved authorization.
  • A record or tool is missing: check the Attio user’s permissions and the tool settings for your AI agent. Do not expand access just to make a test pass.
  • SQL failed: query-particle-sql is not on every Attio plan. Ask for the same numbers with run-basic-report.
  • Rate limited: Attio limits calls per workspace. Semantic search, reports and SQL allow two calls a second. Space out bulk work.
  • Approval required: the tool is set to Ask me first. Review the change in ApexGenius, then retry.
Explore the Attio connector · Open Attio Connections
Last modified on September 23, 2026